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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,328 | $58,493+40.7% | $84,021-2.0% | $72,975+12.8% |
| Participation rate | 59.0% | 61.2%-2.3pp | 69.0%-10.0pp | 69.5%-10.5pp |
| Annual return | 25.39% | 28.93%-3.5pp | 71.32%-45.9pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,810 | $1,163+55.6% | $1,984-8.8% | $2,440-25.8% |
| Participant deferral / active EE | $4,286 | $2,394+79.0% | $3,239+32.3% | $3,608+18.8% |
| Admin fee / account holder | $1,620 | $4,569-64.5% | $6,102-73.4% | $5,124-68.4% |